Excel like a finance pro.
← The libraryPractice · 2 questions →
Pivot & charts shortcut
Refresh the active pivot table
Alt + F5 on Windows, Option + F5 on Mac.
CommonDifficulty 1050 · Capable
When to use it
Refreshes the active pivot table from its source.
The shape of it
- Windows
Alt + F5
- Mac
Option + F5
Worked examples
Refresh a pivot
Click the pivot, Alt + F5 → New rows and changes appear
After editing the source.
Refresh everything
Ctrl + Alt + F5 → Every pivot and connection
Refresh All.
Refresh on open
PivotTable Options, Data, Refresh data when opening → Automatic
Set and forget.
Worth knowing
- Pivots read a cached copy; they never update on their own.
- If new rows are missing after refresh, the source range did not include them; use a Table.
- Refresh resets manual column widths unless preserved in options.
Where it goes wrong
- Formatting applied directly to cells is lost on refresh.
- Grouped dates can ungroup after refresh if the field changes type.
Related
Learn the moves here — or let Wauvel run them on your numbers.
Meet your AI CFO →One CFO-grade Excel tip a week
A short, practical email for finance operators — functions, shortcuts, and the moves that save an afternoon. Free, unsubscribe anytime.